Southern Region Lunch and Learn: Investments 101 – IL State Statute 30 ILCS-235
Event Details
| Registration | Registration for this event has closed. |
| Date | EXPIRED EVENT
Save to your calendar |
| Time | 11:30am |
| Location |
Klucker Hall 14 Park Drive Shiloh, IL 62269 Map and directions |
| Delivery Method | In Person |
| Field of Study | Finance - Technical |
| NASBA CPE | Earn 1.00 CPE Hours |
| Contact | Illinois GFOA info@igfoa.org 630-942-6587 |
Event Cost
| Type | Before 7/20/2023 |
|---|---|
| Members | $ 20.00 |
| Government / Partner Colleagues | $ 20.00 |
| Non-members | $ 25.00 |
Event Description
This session will review investment options that are available to municipalities as outlined in state statute, 30 ILCS-235. We will go back to the basics and discuss each investment type, giving tips on what you need to know prior to purchasing, including risk and liquidity review. We will then dive into when a municipality should invest, which should be determined through cash flow analysis, and how to invest to achieve optimal results.
Learning Objectives: Participants completing this session will be able to:
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Gain a basic understanding of the various investment options available to municipalities;
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Learn the importance of cash flow analysis in determining investment placement; and
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Acquire a knowledge of how to effectively invest to meet both short-term and long-term cash needs.
AGENDA
Check-in and Networking: 11:30 AM - 11:45 AM
Luncheon: 11:45 AM
Presentation: 12:00 PM
Speaker: Courtney E. Soesbe, Vice President | Sr. Relationship Manager, PMA Financial Network, LLC
Intended Audience: Finance Professionals
Delivery Method: Group Live
Program Level: Basic
Prerequisites: No prerequisites required
Advanced Preparation: No advanced preparation required
Field of Study: Finance - Technical
Last Review/Revision/Update: July 21, 2023
NASBA CPE Credits: Earn About 1.0 CPE credit
Presented by the Downstate chapter
Registration & Cancellation Policy
REGISTRATION AND CANCELLATION POLICY
Registrations are accepted on a first-in, first registered basis. Payments by check should be mailed in advance or made at time of registration by credit card.
Cancellation of an event registration is subject to the following policy:
• No refunds will be given for cancellations the day of the event and no shows.
• For IGFOA event registration cancellations five (5) business days or more prior to an event, refunds will be offset by a $20 cancellation fee.
• For IGFOA event registration cancellations within five (5) business days of the training, refunds will be offset by a cancellation fee of 50% of the registration fee.
• A substitute attendee may be designated provided that the payment has been made and the IGFOA office has been notified in advance.
• A written request for a refund must be emailed to the IGFOA prior to the event.
By submitting this registration, the applicant agrees to the registration and cancellation policy above.
IGFOA reserves the right to modify the agenda and/or speakers, cancel the training due to low enrollment, or to close registration if full. Should IGFOA cancel an event, cancellation notice will be sent to the email address provided by each registrant and prominently posted at the IGFOA website page announcing the event.
If you have questions about the cancellation and refund policy, your membership, or a complaint, please contact IGFOA at 630-942-6587. The IGFOA reserves the right to apply the non-member fee to any individual or government that has not paid dues for the current year.
Approved by the National Registry of CPE Sponsors
CPE Registry Illinois Government Finance Officers Association (IGFOA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.